Menu

Home
About
Services
Events
Contact

CONTACT

Stay in touch

Phone

(830) 217-6711

Home office

1619 E Common St Suite 701
New Braunfels, TX 78130

HAVE A QUESTION?
Leave your question or comment below and we will contact you.

LinkedIn
This field is for validation purposes and should be left unchanged.
Name
Email Address
Phone
Comment
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
CAPTCHA

Δ

1619 E Common St Suite 701
New Braunfels, TX 78130
(830) 217-6711

Insurance products are offered through the insurance business Turning 65 Solutions Tax and Insurance LLC. Homestead Family Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Turning 65 Solutions Tax and Insurance LLC are not subject to Investment Advisor requirements. Turning 65 Solutions Tax and Insurance LLC and IPW are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 5451599-06/26

Form ADV Part 2A